Napa Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,767	Closed	-$563K	–	186
2025 Q1	$563K	Buy	+9,767	New	+$563K	0.32%	84
2024 Q3	–	Sell	-44,021	Closed	-$2.36M	–	180
2024 Q2	$2.36M	Buy	+44,021	New	+$2.36M	1.59%	14